Porter White Investment Advisors, Inc.

RIASEC Registered

Total AUM

$748M

Discretionary

$734M

98% of AUM

Avg account

$2.3M

Accounts

329

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 110876
Registered since: May 12, 2005
Website: pwco.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.4%
Charitable Organizations17.07%
Pension & Profit Sharing Plans13.17%
Corporations / Businesses2.15%
Individuals0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Porter White Investment Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 2005. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Ownership is recorded as a combination of a domestic entity and an individual. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. The firm’s advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. It does not identify itself as an active ESG investor. Porter White appears to lean on pooled public vehicles and third-party managers rather than building large proprietary private-investment platforms.